Usherpa SMS Integration

Yes — Mobile Message integrates with Usherpa. Send and receive SMS from the tools you already use.

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✓ 50 FREE SMS credits included when you sign up

About the Usherpa integration

You're a mortgage broker or financial advisor managing multiple loan applications and client relationships simultaneously in Usherpa. A new loan application comes through, and your entire follow-up team needs to know about it immediately. Manually exporting contacts and loans from Usherpa and copying them into reminder systems costs valuable time and introduces data entry errors. When you connect Usherpa to Mobile Message through Zapier, every new loan application and every updated client record can trigger an SMS to your team automatically, eliminating manual transfers.

Your brokers and advisors stay perfectly synchronised without any extra work steps. New loan applications trigger SMS notifications that alert team members to follow up immediately. Existing clients who update their information in Usherpa can also trigger SMS reminders or confirmation texts. Your entire business maintains a single, direct flow of information from Usherpa to your team's phones, keeping everyone informed and eliminating data-entry mistakes that slow down work.

Categories:

A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.

Tip: If you're simply looking to send a message to all your contacts, you may not need an integration at all. Most platforms let you export your contacts — you can then import them into Mobile Message and send an SMS to everyone in just a few clicks.

What you can automate

Connect Usherpa and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Contacts are exported from Usherpa Usherpa · Export Usherpa Contacts

Then Create them as contacts in Mobile Message Mobile Message · Create Contact

Use this Zap

When A new loan is exported from Usherpa Usherpa · Export Usherpa Loans

Then Send an SMS to your follow-up team with the new application Mobile Message · Send SMS

Use this Zap

1.6¢ per SMS on Your First Purchase

Your first purchase is just 1.6¢ per message at any volume, and credits never expire. Stock up early and enjoy lasting value.

100% Direct-to-Carrier Delivery

Every message goes directly to Australian mobile carriers, never through other SMS aggregators or offshore routes.

FREE Dedicated Number

Get a dedicated virtual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything Usherpa supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Triggers 2

Export Usherpa Contacts — Export new or updated loans from Usherpa
Export Usherpa Loans — Export new or updated loans from Usherpa.

Actions 2

Import Contact — Creates a new Contact
Import Loan — Triggers whenever there is a loan to add or update.

Everything Your Integration Needs

Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

Usherpa + SMS: common questions

Can I send an SMS when a new loan is added?

Yes. When a new loan application is exported from Usherpa, you can automatically send an SMS to your follow-up team. This ensures applications get reviewed and actioned quickly instead of being missed in email.

What if a client updates their information?

Updated contacts in Usherpa can trigger SMS reminders or confirmation messages to your team. This keeps everyone aligned when client details change and ensures follow-up happens instantly, without any coordination delays.

How do I set up the Usherpa and Mobile Message connection?

Create a Zapier account and connect your Usherpa account to Mobile Message. Choose which Usherpa events (new loan, updated contact) trigger which SMS messages to your team. No coding or technical setup required.

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